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Wealthcare Capital Management’s Paychex PAYX Stock Holding History

Wealthcare Capital Management’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-64
Closed -$6K – 497
2021
Q1 		$6K Buy
+64
New +$5.89K ﹤0.01% 356
2020
Q1 		– Sell
-28
Closed -$2K – 531
2019
Q4 		$2K Buy
+28
New +$2.36K ﹤0.01% 533
2015
Q3 		– Sell
-22
Closed -$1K – 344
2015
Q2 		$1K Sell
22
-5,252
-100% -$257K ﹤0.01% 361
2015
Q1 		$262K Buy
+5,274
New +$256K 0.03% 85

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthcare Capital Management's PAYX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Paychex (PAYX) in Q2 2021, closing a stake of 64 shares — an estimated $6K sold.

Wealthcare Capital Management first reported a position in PAYX in Q1 2015 and held it in 4 quarters. The position peaked at $262K in Q1 2015. 1,239 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 64 Paychex shares in Q2 2021, an estimated $6K.
  • Wealthcare Capital Management first reported a position in Paychex in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Paychex position peaked at $262K in Q1 2015.
  • 1,239 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.